The Market in Pictures, October 28
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke: Fastest...
Aptus Musings: 2022 Midterm Elections
In some ways, the midterm elections have been demoted in importance as investors have been concentrating on Federal Reserve policy. It has been well-documented how markets...
10-Year Treasuries Hit 15-Year High
Treasury yields are once again higher this morning with the 10-year Treasury hitting its highest yield in 15 years. It’s currently at 4.32% which matches yields last visited...
The Market in Pictures, October 21
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke:...
Aptus Musings: Q3 2022 Earnings Preview
When someone says, “It’s football season”, Kentuckians, in their own dialect, instantaneously translate that to “Keeneland is about to open”. Even more exciting this year,...
The Market in Pictures, October 14
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke: Looking...
September CPI … Another Hot One
Another hot print with Core CPI hitting a new cycle high of 6.6% y/y, numbers summarized here: CPI m/m: +0.4% CPI y/y: +8.2% (vs +8.1% exp) Core m/m: +0.6% (vs...
Interest Is The Barometer of Trust
I’ve been reading Edward Chancellors book The Price of Time over the last couple weeks. It’s a bit dense but found it thoroughly interesting and informative. Basically the...
The Market in Pictures, October 7
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: JD: We’re going...
Rearview to Windshield, October 2022
Developments Over the Past Month Can you Hear the Fed Now? September 2022 Market Recap: At the end of September, the Fed removed any remaining doubt about its...
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